iPhone mobile phone app

Follow these steps to view a document in the document viewer using the iPhone mobile phone app.

Sign in to the TaxCaddy mobile app and tap the Documents icon at the bottom.

Tap the document you want to view. The document opens in the document viewer.

Tip: You can message your tax professional regarding this document by tapping the message icon on the top bar. Your message is automatically associated with the document and also accessible in Messages.

Android mobile phone app

Follow these steps to view a document in the document viewer using the Android mobile phone app.

Sign in to the TaxCaddy mobile app and tap the menu button.

Tap Tax Documents.

If you want to view a tax document that you've uploaded, tap Uploaded.

Tap the document you want to view. The document opens in the document viewer.

Tip: You can message your tax professional regarding this document by tapping the message icon on the top bar. Your message is automatically associated with the document and also accessible in Messages.

TaxCaddy.com on PC, Mac or tablet

Follow these steps to view a document in the document viewer using TaxCaddy.com on your PC, Mac or tablet.